See what your fund actually adds

WesMark Balanced Fund WMBLX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

WMBLX compared with its replication portfolio
MeasureWMBLXReplication
Annualized growth6.0%9.3%
Annualized volatility9.4%10.4%
Sharpe ratio0.670.90
Maximum drawdown15.3%14.4%
Replication fit (R²)0.91 · Tracking error 2.8%

Replication portfolio

The published portfolio below is the investable basket used to model WMBLX’s historical return behavior.

WMBLX replication basket weights
TickerBuilding blockWeight
VTVStyle · Value37.8%
VOOUS Large Cap17.2%
MBBFI · MBS15.7%
SCHDFactor · Dividend14.8%
WTMFAlternatives · Mgt Futures14.5%